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Congratulations! You are one step closer to a healthy financial future.

Please help us by answering some quick questions about your overall experience and the services you received from Sam Kodi and Team. This is to ensure that we can play our part and improve our services going forward to help you achieve your financial plans.

12Questions

1
Name* This field is required.
First Name
Last Name
2
Why did you decide to seek guidance from a financial adviser?* This field is required.
Right path to financial planning
New Insurance
Insurance review
Mortgage review
New mortgage or loan
Debt consolidation
3
How did you hear about Sam Kodi?* This field is required.
Friend or Family
Website
Google search
4
Before you met with Sam Kodi, what did you expect he and his team would be able to do for you?* This field is required.
Directions to financial plans
Provide us the best options
Reviewing our Insurance cover
5
Did Sam Kodi and his Team meet those expectation* This field is required.
Yes
No
6
What could we do to improve?* This field is required.
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Ok
7
Thinking about your future financial journey, what would you like Sam Kodi to be able to do for you and help you achieve?* This field is required.
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Ok
8
How easy was it to work with Sam Kodi?* This field is required.
Easy
Difficult
9
What did you like the most about the way Sam Kodi dealt with your financial affairs?* This field is required.
Manageable outcome
Being open and straight forward
Held our hands throughout the journey
Flexibility to meet
10
Is there anything you wish had been done differently?
Yes
No
11
What else could we do to improve?* This field is required.
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12
If you feel that we can help other people to start building the healthy financial life they want, please leave their name/s and contact details so we can get in touch.* This field is required.
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